Exercise 28: Creating a Return to Supplier (RTS)
In this exercise, verify the appropriate control settings and then create an RTS with both a shipment and receipt line. We will ship the RTS and then receive it back.
Create an RTS
1 Go to RTS Maintenance (11.7.3.1).
2 Leave the RTS field blank so that the system will supply the next number. Write the number here for reference.
RTS: _____________________________________
3 Enter the following values in the listed fields.
|
Field
|
Value
|
|
Supplier
|
10-300
|
|
Ship-To
|
10-300
|
|
Site
|
10-100
|
Accept all defaults in the header frame.
Click Next, Ignore any warnings and proceed to the Items Returned to Supplier frame.
The Items Returned to Supplier frame should be displaying.
4 Press Enter so that you are in the Item field for line one. Use the lookup to display the RMA Receipt Line attached to this field.
5 Look for the item 60003 with the serial number RMA-RET that you received in
Exercise 27: Using RMAs. Select the item (if the item does not appear, enter it manually) and press Enter so that your cursor is in the UM field. Enter 1 in the Return Qty field and continue.
6 Your cursor is in the Lot/Serial field. Enter RMA-RET and tab to access the Inv Issue field. The setting of Inv Issue controls how the RTS return is handled. Review the field help if you are unsure of its effect.
7 To see the difference in how the line is handled, leave the default No.
Notice how the To Site and To Location fields are now editable.
The system uses the At Supplier Site and Location as the default destination for the inventory transfer if Inv Issue is No.
8 In this exercise, we are going to issue inventory, so click Back to redefine the line.
9 Repeat steps 5-7.
10 This time, change Inv Issue to Yes, and proceed. Notice that the To Site and To Location fields are now blank and cannot be edited. Do you remember how the From Site and Location default? These are the default Return Site and Location defined in RMA/RTS Control.
11 Accept the defaults, and return to the line item entry. Click Back twice until the Items Received from Supplier frame is displayed. In this frame, you will receive the item you shipped back into stock.
12 Enter the following values in the listed fields. Save the data.
|
Field
|
Value
|
|
Ln
|
2
|
|
Item Number
|
60003
|
|
UN
|
EA
|
|
Qty Ordered
|
1
|
|
Price
|
0
|
|
Disc
|
0
|
|
Lot/Serial
|
RMA-RET
|
|
Inv Receipt
|
Yes
|
13 Proceed. Go to the Link field, and enter 1, the number of the shipment line, continue.
14 Leave the line item entry frames move to the trailer; proceed thru the trailer screen and complete the RTS. Return to the menu.
15 Go to MRP Detail Inquiry (23.16), make sure the correct item number and site display; direct the output to Page.
You will see that a PO has been created to send out and then receive back the item. If you had transferred the item to the supplier instead of issuing, and you were to transfer back, there would be no supply created in MRP.
16 Return to the menu.
Ship the RTS
1 Go to RTS Shipments (11.7.3.16).
2 Enter the RTS number from the previous section and continue.
3 Enter 1 in the Line field and continue.
4 Enter 1 in the Quantity field and continue Accept the Display Items Being Issued question by pressing Enter.
5 Change Location to 020.
6 If all information is correct, continue.
7 Once done, return to the menu.
Receive the RTS
1 Go to RTS Receipts (11.7.3.13).
2 Enter the RTS number from the previous section and continue.
3 Enter 2 in the Line field and continue.
4 Enter 1 in the Quantity field and continue. Accept the Display purchase order lines being received question by pressing Enter. If all information is correct, continue.
5 Once done, return to the menu. You have just shipped and receive an RTS. Well Done.